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AJ ADVISORS
AJ ADVISORS, LLC
CRD 321606 · SEC 801-125760
2726 LARMON DRIVE, NASHVILLE, TN, 37204, United States
Phone
615-709-8709
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$393.9M
Discretionary AUM
$393.9M
Team
5 total employees; 3 advisory reps; 30 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $69.5M |
| High net worth individuals | 124 | $322.5M |
States served
GA, IN, NC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD